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Capital Investment Counsel, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Capital Investment Counsel, LLC
报告期 2026-03-31 · CIK 0002033609
持仓数
147
前50大市值合计
$550.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 127 项
建仓 6
增持 75
减持 35
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
BSCT
INVESCO EXCH TRD SLF IDX FD
+$8.6M
686,832
+190%
增持
BSCV
INVESCO EXCH TRD SLF IDX FD
+$8.6M
805,406
+166%
减持
SCHA
SCHWAB STRATEGIC TR
-$8.5M
8,952
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
-95%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$7.7M
211,513
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$5.5M
140,405
+593%
增持
HYDB
ISHARES TR
+$4.8M
142,724
+217%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$2.6M
67,948
+47%
增持
OEF
ISHARES TR
+$2.6M
12,949
+253%
增持
DHI
D R HORTON INC
+$2.4M
44,896
+2%
增持
AAPL
APPLE INC
+$1.9M
73,567
+2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$1.8M
27,391
+12%
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.7M
70,572
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.7M
17,332
+1%
减持
ABT
ABBOTT LABS
-$1.6M
5,403
-74%
减持
IGSB
ISHARES TR
-$1.6M
126,057
-21%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.6M
14,151
+7%
减持
SPMB
SPDR SER TR
-$1.6M
80,647
-48%
增持
ABBV
ABBVIE INC
+$1.5M
52,471
+2%
增持
VTI
VANGUARD INDEX FDS
+$1.5M
21,035
+26%
增持
CAT
CATERPILLAR INC
+$1.4M
22,984
+1%
减持
WMT
WALMART INC
+$1.3M
102,650
-0%
增持
—
ACCENTURE PLC IRELAND
+$1.3M
17,516
+9%
增持
HD
HOME DEPOT INC
+$1.3M
17,802
+3%
增持
IQLT
ISHARES TR
+$1.3M
174,053
+14%
增持
ING
ING GROEP N.V.
+$1.2M
291,504
+23%
增持
WAT
WATERS CORP
+$1.2M
15,088
+3%
增持
GIS
GENERAL MLS INC
+$1.2M
91,473
+3%
减持
VOO
VANGUARD INDEX FDS
-$1.1M
2,178
-52%
增持
IWP
ISHARES TR
+$1.0M
20,224
+68%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.0M
20,754
-45%
增持
FNF
FIDELITY NATIONAL FINANCIAL
+$996.0K
76,793
+1%
增持
IJH
ISHARES TR
+$980.4K
203,804
+2%
增持
GILD
GILEAD SCIENCES INC
+$971.8K
56,071
+3%
增持
PEY
INVESCO EXCHANGE TRADED FD T
+$960.5K
356,629
+2%
增持
MA
MASTERCARD INCORPORATED
+$954.8K
13,144
+5%
增持
LAMR
LAMAR ADVERTISING CO NEW
+$950.9K
58,038
+2%
增持
DE
DEERE & CO
+$936.6K
15,945
+4%
增持
SO
SOUTHERN CO
+$923.1K
73,101
+0%
减持
BSV
VANGUARD BD INDEX FDS
-$898.8K
6,865
-63%
增持
XLK
SELECT SECTOR SPDR TR
+$832.9K
16,608
+29%
增持
SPGI
S&P GLOBAL INC
+$824.2K
10,572
+2%
建仓
EPI
WISDOMTREE TR
+$810.1K
16,054
增持
DGRO
ISHARES TR
+$807.3K
113,870
+4%
增持
QQQ
INVESCO QQQ TR
+$791.0K
20,325
+7%
减持
IVV
ISHARES TR
-$787.4K
3,718
-31%
增持
SNY
SANOFI
+$774.0K
66,487
+6%
增持
DON
WISDOMTREE TR
+$762.0K
129,181
+3%
增持
COST
COSTCO WHSL CORP NEW
+$743.1K
14,365
+2%
减持
SOXX
ISHARES TR
-$739.4K
45,508
-0%
增持
GOOGL
ALPHABET INC
-$730.6K
65,763
+3%
减持
—
UNILEVER PLC
+$712.4K
77,563
-1%
增持
ORLY
OREILLY AUTOMOTIVE INC
+$697.4K
4,801
+5%
增持
IEFA
ISHARES TR
+$652.6K
40,953
+17%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$638.9K
19,014
-42%
减持
IUSB
ISHARES TR
-$614.3K
7,870
-64%
减持
GOVT
ISHARES TR
-$613.2K
158,598
-17%
增持
PWB
INVESCO EXCHANGE TRADED FD T
+$597.3K
99,106
+2%
增持
AVGO
BROADCOM INC
+$582.4K
104,587
+862%
增持
DLR
DIGITAL RLTY TR INC
+$579.1K
46,374
+2%
增持
UNP
UNION PAC CORP
+$550.1K
25,870
+0%
增持
MSFT
MICROSOFT CORP
-$532.3K
38,334
+1%
增持
IGIB
ISHARES TR
+$531.5K
24,110
+62%
清仓
ESGE
ISHARES INC
-$524.9K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP
+$504.6K
3,685
+4%
增持
XLI
SELECT SECTOR SPDR TR
+$501.6K
11,967
+30%
增持
VPL
VANGUARD INTL EQUITY INDEX F
+$495.4K
81,233
+3%
减持
PAYX
PAYCHEX INC
+$493.6K
36,503
-2%
增持
XLF
SELECT SECTOR SPDR TR
+$455.9K
34,690
+28%
增持
JPM
JPMORGAN CHASE & CO.
+$454.8K
37,417
+2%
减持
SCHF
SCHWAB STRATEGIC TR
+$441.9K
215,427
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$441.4K
7,952
+1%
减持
BIV
VANGUARD BD INDEX FDS
-$437.9K
2,718
-69%
增持
TXN
TEXAS INSTRS INC
+$399.3K
29,603
+1%
增持
—
EXXON MOBIL CORP
+$390.4K
62,090
+4%
增持
MRK
MERCK & CO INC
-$377.0K
54,650
+3%
增持
ROP
ROPER TECHNOLOGIES INC
+$373.3K
12,314
+7%
增持
AMGN
AMGEN INC
+$370.6K
18,187
+4%
减持
MBB
ISHARES TR
-$368.3K
2,606
-61%
建仓
ITB
ISHARES TR
+$360.3K
2,835
增持
PEP
PEPSICO INC
+$345.9K
34,082
+3%
清仓
FNDC
SCHWAB STRATEGIC TR
-$343.6K
0
-100%
增持
EOG
EOG RES INC
+$330.9K
42,678
+9%
清仓
IEMG
ISHARES INC
-$330.7K
0
-100%
清仓
JNK
SPDR SER TR
-$319.5K
0
-100%
清仓
TFLO
ISHARES TR
-$313.6K
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$311.4K
4,339
清仓
SPEM
SPDR INDEX SHS FDS
-$305.0K
0
-100%
建仓
XLU
SELECT SECTOR SPDR TR
+$302.4K
3,744
清仓
HEFA
ISHARES TR
-$294.4K
0
-100%
减持
BSMV
INVESCO EXCH TRD SLF IDX FD
-$263.8K
12,671
-50%
清仓
DIS
DISNEY WALT CO
-$252.3K
0
-100%
清仓
QUAL
ISHARES TR
-$240.9K
0
-100%
清仓
TLT
ISHARES TR
-$225.2K
0
-100%
增持
XLC
SELECT SECTOR SPDR TR
+$219.0K
10,566
+23%
清仓
ADBE
ADOBE INC
-$207.8K
0
-100%
建仓
JNJ
JOHNSON & JOHNSON
+$204.5K
1,262
增持
EMR
EMERSON ELEC CO
+$203.1K
48,271
+5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$202.5K
58,127
-7%
增持
CVX
CHEVRON CORP NEW
-$184.8K
74,508
+4%
减持
DBEF
DBX ETF TR
-$183.5K
5,748
-44%
增持
XLV
SELECT SECTOR SPDR TR
+$174.2K
4,785
+24%
减持
SCHX
SCHWAB STRATEGIC TR
-$169.7K
9,261
-25%
增持
XLY
SELECT SECTOR SPDR TR
+$168.6K
5,110
+9%
增持
XLE
SELECT SECTOR SPDR TR
+$166.0K
9,039
+31%
减持
VTV
VANGUARD INDEX FDS
-$162.9K
1,275
-47%
减持
IJR
ISHARES TR
-$152.7K
1,836
-47%
减持
VUG
VANGUARD INDEX FDS
-$147.3K
531
-43%
减持
IEI
ISHARES TR
-$130.7K
19,702
-9%
增持
—
EATON CORP PLC
+$124.6K
6,579
+0%
减持
SDOG
ALPS ETF TR
+$103.7K
82,823
-8%
减持
AFL
AFLAC INC
+$99.2K
4,651
-1%
减持
DES
WISDOMTREE TR
-$88.5K
11,512
-26%
增持
PGR
PROGRESSIVE CORP
+$82.5K
1,571
+3%
增持
META
META PLATFORMS INC
+$79.5K
559
+17%
增持
XLB
SELECT SECTOR SPDR TR
+$77.1K
3,389
+20%
增持
AMZN
AMAZON COM INC
+$71.4K
41,037
+5%
增持
NVDA
NVIDIA CORPORATION
+$69.7K
9,307
+8%
增持
GOOG
ALPHABET INC
-$52.7K
4,073
+2%
减持
SCHD
SCHWAB STRATEGIC TR
+$48.7K
36,135
-7%
减持
VNQ
VANGUARD INDEX FDS
-$46.4K
2,178
-29%
减持
IVW
ISHARES TR
-$36.3K
5,815
-9%
增持
V
VISA INC
+$35.5K
1,539
+4%
增持
LLY
ELI LILLY & CO
-$35.3K
2,936
+1%
增持
PG
PROCTER AND GAMBLE CO
+$31.1K
3,038
+1%
减持
DVY
ISHARES TR
+$30.7K
2,195
-0%
减持
—
THOMSON REUTERS CORP.
+$30.1K
61,922
-1%
减持
SHM
SPDR SER TR
-$20.7K
7,563
-7%
